Filed January 12, 2006 (most recent of 2 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Provider | Service type | Compensation |
|---|---|---|
LPL FINANCIAL1+ years Service code 27 3623 N ELM ST #201 · GREENSBORO, NC 27455 | Advisory (Plan) | $28,097 |
Service code 37 · EIN 04-2647786 | Loan Processing | $15,419 |
STRATEGIC ADVISORS, INC.1+ years Service code 27 · EIN 04-2654524 | Advisory (Plan) | $14,872 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,897 | $86,791-40.2% | $115,037-54.9% | $59,188-12.3% |
| Participation rate | 50.2% | 72.8%-22.6pp | 81.4%-31.1pp | 69.4%-19.2pp |
| Annual return | 10.86% | 4.44%+6.4pp | 26.14%-15.3pp | 5.51%+5.3pp |
| Employer contribution / active EE | $837 | $2,950-71.6% | $4,608-81.8% | $2,098-60.1% |
| Participant deferral / active EE | $2,391 | $5,298-54.9% | $6,026-60.3% | $3,265-26.8% |
| Admin fee / account holder | $47 | $95-50.9% | $8,175-99.4% | $92-49.4% |